ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 365 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $466,000 | -5.9% | 7,436 | +0.4% | 0.07% | -4.2% |
| Q2 2022 | $495,000 | -11.1% | 7,408 | +1.0% | 0.07% | +2.9% |
| Q1 2022 | $557,000 | -9.3% | 7,338 | -8.8% | 0.07% | -9.1% |
| Q4 2021 | $614,000 | +7.7% | 8,047 | 0.0% | 0.08% | +1.3% |
| Q3 2021 | $570,000 | -13.4% | 8,047 | -12.1% | 0.08% | -13.6% |
| Q2 2021 | $658,000 | -1.3% | 9,152 | -5.6% | 0.09% | -9.3% |
| Q1 2021 | $667,000 | +2.8% | 9,691 | -7.2% | 0.10% | -6.7% |
| Q4 2020 | $649,000 | – | 10,441 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Family Firm, Inc. | 262,590 | $37,818,000 | 16.68% |
| ASPIRIANT, LLC | 1,387,911 | $70,700,000 | 6.15% |
| ALLEGHANY CORP /DE | 2,637,000 | $134,328,000 | 4.98% |
| Simply Money Advisors | 444,944 | $22,665,000 | 3.09% |
| Peak Capital Management LLC | 76,565 | $3,900,000 | 2.18% |
| Financial Planning & Information Services, Inc. | 89,353 | $4,552,000 | 1.64% |
| Edge Advisors, LLC | 271,725 | $13,841,000 | 1.58% |
| Oliver Luxxe Assets LLC | 46,455 | $2,366,000 | 1.54% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 200,008 | $10,188,000 | 1.46% |
| Steinberg Global Asset Management | 186,831 | $9,517,000 | 1.45% |